roccoschili Chapter 1570 There are only 2 choices
Chapter 1570 There are only 2 choices
Can the strong cycle of new energy vehicle prices be extended indefinitely?
This issue is obviously the Sword of Damocles hanging over the heads of many domestic new energy vehicle manufacturers.
Without him.
In the context of a weak industrial chain... even a serious shortage, which requires a large amount of external supply of products, coupled with many additional 'costs' caused by national conditions, now the official subsidy dividend has fallen After all, the profits of domestic new energy vehicles are already extremely limited. For example, the net profit of a car like Adidas is only a few thousand yuan...
And this is all pretty good.
Because some new car-making forces are even trying to buy it upside down!
So looking at the domestic new energy vehicle market is in full swing, but apart from planning to use the listing to make money, there are not many companies that can actually implement the net profit of the product!
Even if there is, the net profit is relatively low!
If it were just like this, perhaps domestic new energy vehicle manufacturers, especially leading domestic car companies like BYD, would not feel a sense of crisis all the time!
but--
Stella, which has created a catfish effect in the Chinese market, has become a time bomb in the eyes of many new energy manufacturers, especially BYD!
It's not about the other party's car-making craftsmanship or technological level. These are secondary in terms of the situation.
What really makes Biadi uneasy is that this competitor still has the biggest advantage that it has yet to develop - price advantage!
Yes, price advantage.
Judging from Stella's profit margin in the Chinese market, on average Stella's net profit from selling a car is as high as tens of thousands.
This is several times, even ten times more than that of Adi!
With such profits, how much room does Tesla have for price cuts in the Chinese market?
There is no doubt that this is a problem that Chinese new energy vehicle companies dare not think about!
Despite the fact that BYD's new energy vehicle sales are currently dominating the major sales rankings, this has never given Wang Chuanfu peace of mind——
Because in terms of dazzling degree in China's new energy vehicle market, Stella, which is even more impressive than Bea, has not yet come up with the trump card of 'price reduction'!
Once Stella holds high the banner of price reduction subsidies.
Based on the profit of Stella, if the price is reduced by thirty to twenty thousand, the net profit of the bicycle will still be several times that of Adidas. And if the price of Stella comes down, this pair of domestic new energy companies headed by Adidas will Will car manufacturers be in such a situation? .
Needless to say, there are only two choices left to them.
One: gritting one’s teeth and following the price cuts, but with such meager profits, even some car companies that have always been in a state of negative profits simply cannot bear it.
Two: Destra's unilateral price reduction without any follow-up, but what's the difference between doing so and giving up its own market share?
In the current Internet era of information transparency, when Stella lowers its price, based on absolute cost-effectiveness, what else can they use to compete with Stella for the market?
Consumers are not stupid. No matter how loud the slogan is in supporting domestic products, in the end they have to return to cost-effectiveness and product quality...
Apart from these issues.
Wang Chuanfu is considering another issue, a crucial issue.
That is, there are only two models of Stella at present. If the other party successively launches new models on the basis of price cuts, and directly competes with BYD's series of models in terms of price, then what will happen to BYD? What does it mean?
Although BYD is now sweeping the field in the field of new energy vehicles, Wang Chuanfu also knows very well that Stella, the crocodile, has not even begun to open its mouth. If the other party starts a price war, BYD, together with the domestic Life for other new energy vehicle companies will not be easy...
The turbulent thoughts were all inextricably linked in an instant.
Asked by Ye Chen's laughter.
No matter how calm Wang Chuanfu is, his expression is constantly changing.
Finally, he said, "I wonder what Dong Ye wants to express?"
Faced with Wang Chuanfu pretending to be confused, Ye Chen still shook his head and smiled indifferently.
"What I want to say is that the price of domestic new energy vehicles will not remain strong for a long time. Price reduction will definitely be the next trend. As long as the price reduction is launched, the new energy vehicle market will be in chaos! If this is the case, It’s okay if the gun is fired by other domestic brands, but what if it is Stella who fired the gun? As we all know, Stella’s profit is several times that of domestic brands, which also means that even if Stella’s price is reduced by a few hundred dollars, Wanna can still make a lot of money, so once Stella takes the first shot at cutting prices, will domestic brands including BYD follow or not?"
Ye Chen gradually put away his smile, "I believe that Director Wang must have thought about these issues a long time ago. Maybe Director Wang and other domestic brands will think of joining hands with Stella to sign some kind of no price reduction agreement, but What I want to say is that if Director Wang has this idea, quickly get rid of this idea in his mind, otherwise he will just shoot himself in the foot! The reason is very simple, if I am Stella's side The person in charge, I will definitely sign this agreement. After all, you have to sign it even if you don’t want to sign it, right? But after signing, I will definitely use other gimmicks to announce the launch of some incentive policies in a high-profile manner, that is, disguised discounts... .”
“Just imagine, once the news comes out that a number of domestic car companies have roped in Stella to sign a price-free agreement, and then Stella issues a disguised policy, what kind of impact will it have on society? The public opinion storm? What kind of perception will domestic car companies bring to the general public? There is no doubt that it will be endless negativity and consumer resistance and disgust. On the contrary, Stella, As a result, the other party will gain a strong favor from Chinese consumers, and all kinds of praises will gather towards Stella, and then she will be cast in a halo of benevolence and righteousness!"
"So it should be said, if Chairman Wang and domestic car companies are thinking of constraining Stella with a non-price reduction agreement, in the end it will be a situation where Stella will be achieved at the expense of himself, it will be!"
When it comes to the last two words, "sure".
Ye Chen spoke resolutely and loudly.
Listening to what Ye Chen said.
Wang Chuanfu's facial muscles suddenly trembled wildly.
Because he really has that kind of intention——
Without waiting for his answer.
Ye Chen continued, "I know that some of you car companies may not just want to use consumers as leeks. After all, their own profits are there, and they really can't withstand the further compression of profit margins caused by price cuts! But consumption Investors will not consider this. They will not consider that the reason why Stella is able to make prices affordable is that it was beaten down by BYD. They will also not consider that BYD's profit margin cannot support BYD's price increase. War, after all, these are really not what consumers should consider. Just like if I were a consumer, the same would be true. I would only think that domestic car companies want to use consumers as leeks, and even do not allow foreign car companies to Reduce prices for domestic consumers, and force the other party to harvest the leeks of the Chinese people!"